Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $55,690 |
EQUITABLE ADVISORS LLC5 years Filed as: EQUITABLE NETWORK LLC Service code 49 · EIN 06-1555494 | Other Services | $4,292 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
13 funds of $250K or more; 18 lines in all, holding $9.5M of the plan's $9.5M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: BlackRock LifePath Index, mutual fund, 41% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $3.9M | 41.5% |
| Principal Lgcap S&P 500 Index Sep Acct Principal · Mutual fund IndexRecordkeeper's own fund | $1.4M | 14.7% |
| LargeCap Growth Fund T. Rowe Price · Mutual fund | $1.2M | 12.3% |
| Principal Global Investors, LLC Principal · Mutual fund Recordkeeper's own fund | $881K | 9.3% |
| Diversified International Fund Principal · Mutual fund Recordkeeper's own fund | $418K | 4.4% |
| Victory MidCap Value Fund Victory Capital · Mutual fund | $374K | 4.0% |
| American Funds American Mutual R6 Capital Group · Mutual fund | $368K | 3.9% |
| Principal Core Plus Bond Separate Account Principal · Separate account Recordkeeper's own fund | $323K | 3.4% |
| Principal Stable Value Z Fund Principal · Stable value Stable valueRecordkeeper's own fund | $244K | 2.6% |
| SmallCap S&P 600 Index Fund Principal · Mutual fund IndexRecordkeeper's own fund | $83K | 0.9% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.